PREF vs SCHD

APREF

BSCHD

Measures won3–3level · of 6 · 3Y

$10,000 · 3Y$17,374SCHD · PREF $12,695

Lowest cost0.06%SCHD · $6 on $10k

Most income5.53%PREF · $553 on $10k

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.1%PREF and SCHD

Principal Spectrum Preferred Securities Active ETF · $1.9BSchwab U.S. Dividend Equity ETF · $124B

+8.3%3 years · per year$12,695 · $17,374+20.2%

+2.5%5 years · per year$11,319 · $16,418+10.4%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

5.53%12-mo yield$553 · $292 on $10k2.92%

End-of-day Nov 13, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

3Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.53%	−0.2%	+0.3%	+1.2%	+8.3%	+2.5%	−2.9%	$1.9B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

3Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.53%	−0.2%	+0.3%	+1.2%	+8.3%	+2.5%	−2.9%	$1.9B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PREF

Principal Spectrum Preferred Securities Active

$12,695

SCHD

Schwab U.S. Dividend Equity

$17,374

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